Executive Wealth Group’s Vanguard Information Technology ETF VGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$27.8M	Buy	434,808 +289,736	+200%	+$18.4M	5.79%	8
2023 Q4	$8.78M	Buy	145,072 +1,896	+1%	+$106K	5.58%	8
2023 Q3	$7.43M	Buy	143,176 +160	+0.1%	+$8.7K	5.27%	8
2023 Q2	$7.9M	Hold	143,016	–	–	5.34%	8
2023 Q1	$6.89M	Buy	143,016 +248	+0.2%	+$11K	4.88%	9
2022 Q4	$5.7M	Buy	142,768 +8,464	+6%	+$345K	4.35%	9
2022 Q3	$5.16M	Hold	134,304	–	–	4.43%	9
2022 Q2	$5.48M	Buy	134,304 +176	+0.1%	+$7.93K	4.24%	9
2022 Q1	$6.98M	Buy	134,128 +2,360	+2%	+$121K	4.58%	9
2021 Q4	$7.55M	Buy	131,768 +40	+0%	+$2.2K	4.67%	9
2021 Q3	$6.61M	Buy	131,728 +1,272	+1%	+$65.9K	4.04%	9
2021 Q2	$6.5M	Sell	130,456 -1,416	-1%	-$66.8K	3.85%	11
2021 Q1	$5.91M	Buy	131,872 +2,344	+2%	+$105K	3.64%	11
2020 Q4	$5.73M	Sell	129,528 -440	-0.3%	-$18.1K	3.87%	11
2020 Q3	$5.06M	Buy	129,968 +5,704	+5%	+$215K	3.89%	11
2020 Q2	$4.33M	Sell	124,264 -1,952	-2%	-$60.9K	3.46%	11
2020 Q1	$3.34M	Buy	126,216 +4,400	+4%	+$133K	3.2%	13
2019 Q4	$3.73M	Sell	121,816 -1,576	-1%	-$45.1K	2.83%	12
2019 Q3	$3.32M	Sell	123,392 -6,776	-5%	-$182K	2.66%	13
2019 Q2	$3.43M	Buy	130,168 +304	+0.2%	+$7.84K	2.63%	13
2019 Q1	$3.26M	Buy	129,864 +296	+0.2%	+$6.88K	2.54%	14
2018 Q4	$2.7M	Buy	129,568 +352	+0.3%	+$7.98K	2.55%	14
2018 Q3	$3.27M	Buy	129,216 +560	+0.4%	+$13.6K	2.71%	12
2018 Q2	$2.92M	Buy	128,656 +14,344	+13%	+$322K	2.6%	14
2018 Q1	$2.44M	Buy	114,312 +2,352	+2%	+$51.4K	2.1%	15
2017 Q4	$2.31M	Buy	+111,960	New	+$2.27M	2.06%	15